Hey Blain I was wondering if you guys have tried anything with this yet. We are looking to do something similar with 9 techs. I’m just building the schedules and routes now so was looking to start off on the right path
Hey Blain I was wondering if you guys have tried anything with this yet. We are looking to do something similar with 9 techs. I’m just building the schedules and routes now so was looking to start off on the right path
Hi Jerry, yes we have implemented this at our business and it has definitely helped me with how time consuming scheduling a fertilizer technicians route can be. We have three technicians and I will list below how we went about it.
- routing - we broke the map up into 2 areas for our 2 residential technicians and our third technician services commercial accounts.
- property sequencing - we sequenced our commercial routes with number 0-1,000 and started by doing them in increments of 10 so that whenever we receive new properties we could add them where we wanted without having to reorder. one residential route contains all properties sequenced from 2,000-3,999 and the other is 4,000-5,999.
- route scheduling filter - I build a filter for each fertilizer round and include the standard fertilizer application and any other additional service we may provide that round such as pest control. I will list below how I built my filter
- Condition 1 and 2 and 3 and 4 and (5 or 6 or 7) - This means that the property has to meet the requirements for the filter for 1-4 and if it is in 5 or 6 or 7 it will show up to be scheduled.
- Filter -
- visits scheduled - Equals - 0
- status - in - open
- service lookup - in - whatever fertilizer service you want to schedule
- scheduled start date - this year
- property sequence - starts with - lets say im scheduling the route with homes that are sequenced 2,000 - 3,999 so I will put 2 here.
- property sequence - starts with - I would put 3 here and now all homes that have a property sequence number starting with 2 or 3 will show up.
- property sequence - is blank (this is in case we get any new customers and a property sequence number does not get added. It helps prevent it from being missed being scheduled.
